Business Services
We offer business services focused on strategic protection and investment advice for owners, executives, and key employees. We have the experience to help you navigate this complicated landscape.
Employer/Owner Services:
- Buy/Sell Planning
- Retirement Planning
- Key Employee Coverage
- Business Continuation
- Extended Care Planning
- Executive Compensation
- Income Protection
- Fringe Benefits
- Tax Efficiencies
- Golden Handcuffs
Employee Benefits:
- Extended Care Planning
- Salary Continuation
- Fringe Benefits
- Income Protection
- Survivor Benefits
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
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How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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